Enterprise Content Managementwith Office Share Point Server2007

Enterprise Content Management with Office SharePoint Server 2007

Microsoft® Virtual Labs

Enterprise Content Management with Office SharePoint Server 2007

Objectives After completing this lab, you will be able to:

� Describe document management in Microsoft® Office SharePoint® Server 2007.

� Describe workflows in Office SharePoint Server 2007.

� Describe records management features in Office SharePoint Server 2007.

� Describe creating Web sites in Office SharePoint Server 2007.

� Describe creating Web Parts in Office SharePoint Server 2007.

� Describe advanced Web content management features in Office SharePoint Server 2007.

Scenario You are the network administrator for Contoso, Ltd. The company uses SharePoint Portal

Server 2003, but it is planning on deploying Office SharePoint Server 2007 to use enhanced

features for enterprise content management, search, business intelligence, and business process

management. In preparation for the migration, you need to understand the enterprise content management features of Office SharePoint Server 2007.

Lab Components This lab includes two components:

� Exercises—The exercises include detailed step-by-step instructions and are required. The

exercises cover the core information needed to meet the lab objectives.

� Additional Tasks—The additional tasks are listed at the end of an exercise and provide tasks that

you can perform to extend your learning about the product. The additional tasks do not provide

step-by-step instructions, but they are similar to the steps that you performed in the exercises. The

additional tasks are optional, but it is recommended that you complete them to gain a fuller

understanding of the product.

Enterprise Content Management with Office SharePoint Server 2007 3

Computers This lab uses three virtual machines performing the following roles:

� 3370A-3374A-SEA-DC1

• Domain controller

• Exchange server

� 3370A-3374A-SEA-SRV1

• Microsoft Office SharePoint Server 2007 Web front-end and application server

• Database server

� 3370A-3374A-SEA-CL1

• 2007 Microsoft Office system client

Estimated time to complete this lab: 90 minutes

Virtual Lab Console This lab makes use of the Microsoft Virtual Lab Program, an application that allows you to run

multiple virtual machines online. During the lab, you will switch between different windows, each

containing a separate virtual machine running Microsoft Windows Server™ 2003 or Microsoft Windows® XP.

Before you start the lab, familiarize yourself with the following basics of the Virtual Lab Console:

� To switch the focus for your mouse and keyboard to the virtual machine, click inside the virtual

machine window.

� To remove the focus from a virtual machine, move the mouse pointer outside the virtual machine

window.

� To issue the CTRL+ALT+DELETE keyboard combination inside a virtual machine,

use RIGHT-ALT+DELETE instead. Virtual PC designates the RIGHT-ALT key as the Host key.

� Select the machine you wish to perform tasks on by selecting it in “My Machines”

To Start the Lab Before you can perform any of the lab exercises, you must log on to the computer. If an error

message warns you that the disk’s parent appears to have been modified, click OK to continue. This

error message appears when you move Virtual PC images between computers with different time-zone settings.

Note These demonstrations have been developed using beta software. If a specific task results

in an error message or a time-out screen, try performing the task again. The task will most likely be completed successfully at the second attempt.

4 Enterprise Content Management with Office SharePoint Server 2007

Exercise 1: Using Content Types Content types are a feature that is used extensively in Office SharePoint Server 2007. A content

type defines metadata that can be collected about a document to make document management

easier. Many predefined content types are included with Office SharePoint Server 2007, but you

can also create content types to suite your own specialized needs. In this exercise, you create an

enterprise document library, create a content type, create a new document from a content type, and use the document information panel.

Task 1-1: Creating a Managed Document Repository A managed document repository is designed for managing a large number of documents. Document

management features are automatically enabled. In this task, you learn how to create a managed document repository.

Creating a Managed Document Repository

Tasks Detailed Steps

SETUP STEPS ONLY � Click on SEA-CL1 under My Machines in the Virtual Lab

console.

� Log on to SEA-CL1 by entering RIGHT-ALT+DEL as Paul

with a password of Pa$$w0rd.

1. Open http://sea-srv1. a. Click Start, point All Programs, and click Internet Explorer.

b. In the Address bar, type http://sea-srv1 and press Enter.

2. Create a managed document

repository.

a. Click Site Actions, and then click Create Site.

b. In the Title box, type Enterprise Documents.

c. In the Description box, type Central storage location for

enterprise documents.

d. In the URL name box, type docs.

e. In the Select a template box, select Managed Document

Repository.

f. Click Create.

3. Create and IT folder and an HR

folder in the document library.

a. In the left pane, click Documents.

b. Click the down arrow next to New, and then click Folder.

c. In the Name box, type IT.

d. Click OK.

e. Click the down arrow next to New, and then click Folder.

f. In the Name box, type HR.

g. Click OK.

4. View the folders in the document

library.

� In the left pane, expand Documents.


Task 1-2: Creating a Content Type Content types are used to associate additional properties with documents stored in SharePoint sites. In this task, you create a new content type that has additional properties and a document template.

Creating a Content Type


1. Create a new content type in Site

Settings.

a. Click Site Actions, and then click Site Settings.

b. Under Galleries, click Site content types.

c. Click Create.

2. Make the new content type a

Memo. This will be a modification

of the Document content type.

a. In the Name box, type Memo.

b. In the Description box, type Memo document with custom

template.

c. In the Select parent content type from list, select Document

Content Types.

d. In the Parent Content Type list, select Document.

e. In the Existing group list, select Custom Content Types.

f. Click OK.

3. Add additional columns to the

Memo content type.

a. Under the Columns heading, click Add from existing site

columns.

b. In the Select columns from list, select Core Document

columns.

c. In the Available columns list, select Author, and click Add.

d. In the Available columns list, select Subject, and then click

Add.

e. Click OK.

4. Require the Author column for the

Memo content type.

a. Under the Columns heading, click Author.

b. In the Column Settings area, click Required (Must contain

information).

c. Click OK.


(continued)

Creating a Content Type


5. Upload the Memo.dotx template for

the Memo content type.

a. Under the Settings heading, click Advanced settings.

b. Click the Upload a new document template option, and then

click the Browse button.

c. Browse to D:\Labfiles\Paul.

d. Select Memo, and then click Open.

e. Click OK.

6. Associate the Memo content type

with the document library.

a. Click the Enterprise Documents page at the top of the browser

window.

b. In the left pane, click Documents.

c. Click Settings, and then click Document Library Settings.

d. Under the Content Types heading, click Add from existing

site content types.

e. In the Select site content types from list, select Custom

Content Types.

f. In the Available Site Content Types box, select Memo, and

click Add.

g. Click OK.


Task 1-3: Creating a New Document After a new content type is created for a document library, you can create new documents of that

type. When documents are created directly from the SharePoint site, the document template is

downloaded from the SharePoint site. In this task, you create a new document from the new Memo content type.

Creating a New Document


1. Create a new Memo from the

document library.

a. Click the Documents link found above the Customize

Documents heading.

b. Click the drop-down arrow next to New and then click Memo.

2. Edit the new memo, and then save

it to the document library.

a. To the right of the Memo heading, type Test Memo.

b. To the right of the From heading, type Paul Koch.

c. To the right of the To heading, type Everyone.

d. Click the disk icon in the upper left to save the document.

e. In the File name box, type http://sea-srv1/docs/

documents/Memo.

f. Click Save. This may take a couple of minutes to complete.

3. Close the notification. � Click OK to close the notification.

4. Close the notification. � Click OK to close the notification.

5. Close Word, and then check in the

document.

a. Close Office Word, and then click Yes when asked to check in

the document.

b. Click OK to select a minor version.

6. View the properties of Memo in the

document library.

a. On the left-hand pane, click the Documents link to refresh the

view

b. Position the mouse pointer over Memo until a drop-down list

appears, and then select View Properties in the list.

7. Close the Memo Properties. � Click Close.


Task 1-4: Using the Document Information Panel The Document Information Panel is a Microsoft Office InfoPath® form that is available when you

use 2007 Office system clients. It allows you to fill in additional document properties without using

the Office SharePoint Server 2007 Web interface. In this task, you design a new Document Information Panel for the Memo content type.

Using the Document Information Panel


1. View the Memo content type. a. On the Documents Web page, click Settings, and then click

Document Library Settings.

b. Under the Content Types heading, click Memo.

2. Start creating a new custom

template for the document

information panel. Publish the new

template to a SharePoint List

content type.

a. Click Change Document Information Panel Settings.

b. At the bottom of the Document Information Panel Template

section, click Create a new custom template. Microsoft Office

InfoPath opens.

c. On the Data Source Wizard, click Finish.

d. On the File menu, click Publish.

e. Click OK to save the form template.

f. Click Save to accept the default location of My Documents.

g. Ensure that As a Property Editor Template on a SharePoint

content type is selected, and then click Next.

h. Click Publish, and then click Close.

i. Close InfoPath.

3. Configure the Memo content type

to show the document information

panel.

a. Click Go back to the Document Information Panel settings

page.

b. Select the Always show Document Information Panel on

document open and initial save for this content type check

box.

c. Click OK.

d. Click the Documents link found above the List Content Type:

Memo heading.

4. Open the Memo document from the

document library.

a. Click Memo.

b. Click Check Out and Edit.

c. Click OK.

Note that it may take up to five minutes for the document

pane to automatically appear with the document open

task.


(continued)

Using the Document Information Panel


5. Edit the properties in the document

information panel.

a. Click the View tab and then in the Show/Hide section, click

Properties.

b. Click the drop-down arrow next to document and then click

Standard.

c. In the Author box, type Paul Koch.

d. In the Title box, type Test Memo.

e. In the Subject box, type A Memo for Testing.

f. Close Office Word.

g. Click Yes to save the changes.

h. Click Yes to check in the document.

i. Click OK to create a new minor version. It may take a few

minutes for the save to complete.

Additional Tasks If time permits, complete the following tasks to learn more about document management in Office SharePoint Server 2007:

� Create an additional content type for Microsoft Office PowerPoint® slides.

� Configure a new template for the PowerPoint content type.

� Add additional columns to the PowerPoint content type.

� Configure a document information panel for the PowerPoint content type.


Exercise 2: Using Out-of-the-Box Workflows Office SharePoint Server 2007 includes a number of out-of-the-box workflows. You can use

workflows to automate and control the document creation process and enforce company processes. In this exercise, you will learn how to configure a workflow and how to use a workflow.

Task 2-1: Configuring a Workflow Although you can create your own workflows, it is much faster to configure out-of-the-box workflows instead. In this task, you will configure a workflow.

Configuring a Workflow


1. Edit the workflow settings for the

document library.

a. Click Settings, and then click Document Library Settings.

b. Under the Permissions and Policies heading, click Workflow

settings.

2. Add the Approval workflow, and

then name it Memo Approval.

a. In the Select a workflow template list, select Approval.

b. In the Type a unique name for this workflow box, type

Memo Approval.

3. Accept the default Start Options. � Click Next.

4. Configure approvals to be serial. � Confirm that the One participant at a time (serial) option is

selected.

5. Add Susan and Jeff as approvers. � In the Approvers text box, type susan; jeff.

6. Add a message to the approval, and

allow one day for responses.

a. In the Type a message to include with your request box, type

Please approve this memo or contact the author if there are

problems.

b. In the Give each person the following amount of time to

finish their task (serial) box, type 1 day.

7. Select to end the workflow if the

document is rejected.

� Check the Document is rejected option.

8. Complete the workflow

configuration.

a. Click OK.

b. Click Go back to “Documents”.


Task 2-2: Using a Workflow Workflows can be automatically attached to documents when they are created or attached manually. In this task, you manually attach and use a workflow.

Using a Workflow


1. Open workflows for the Memo

document.

� Position the mouse pointer over Memo until a drop-down list

appears, and then select Workflows on the list.

2. Select the Memo Approval

workflow.

� Click Memo Approval.

3. Start the workflow with default

settings.

� Click Start.

4. Log on as Susan. a. On the upper-right menu, click Welcome Paul Koch, and then

click Sign in as Different User.

b. Log on as Contoso\Susan, with a password of Pa$$w0rd.

5. Open the Please approve memo

task.

a. Under Memo Approval, click In Progress.

b. Under Tasks, click Please approve memo.

6. Approve the memo. a. Click Approve.

b. Close Internet Explorer.

7. Log on as Jeff. a. Log off SEA-CL1.

b. Log on to SEA-CL1 as Jeff, with a password of Pa$$w0rd.

8. Approve the memo. a. Click Start, point to All Programs, and then click Internet

Explorer.

b. In the Address bar, type http://sea-srv1, and then press

ENTER.

c. Click Enterprise Documents.

d. In the Upcoming Tasks section, click Please approve Memo.

e. Click Approve.

f. Close Internet Explorer.

9. Log on as Paul, and then read the

most recent e-mail message.

a. Log off from SEA-CL1.

b. Log on as Paul, with a password of Pa$$w0rd.

c. Click Start, and then click E-mail.

d. Click the most recent e-mail message.

e. Close Microsoft Office Outlook®.


(continued)

Using a Workflow


10. View the status of the workflow. a. Click Start, point to All Programs, and then click Internet

Explorer.

b. In the Address bar, type http://sea-srv1, and then press

ENTER.

c. Click Enterprise Documents.

d. Under the Relevant Documents section, click the View

Properties icon.

e. Click Workflows.

f. Under the Completed Workflows heading, click Memo

Approval.

g. Click Go Back to “Documents”.

h. Click Home.

Additional Tasks If time permits, complete the following tasks to learn more about the workflows in Office SharePoint Server 2007:

� Configure a Collect Feedback workflow for a document, and then test it.

� Configure a Collect Signatures workflow for a document, and then test it.


Exercise 3: Using Records Management Features Office SharePoint Server 2007 has features specifically designed for records management. The

Official File Web service is used to submit documents for archiving. The Records Repository site

template is used to create a site for archiving company content. Policies can be used to control the

expiration of documents or audit document access. In this exercise, you learn how to create an official file site, how to use an official file site, and how to apply a policy.

Task 3-1: Creating a Records Repository Site Office SharePoint Server 2007 includes a Records Repository site template to act as a storage location for archived documents. In this task, you will create a Records Repository site.

Creating a Records Repository Site


1. Create a Records Repository site. a. Click Site Actions, and then click Create Site.

b. In the Title box, type Archive.

c. In the Description box, type Managed storage space for

archiving files.

d. In the URL name box, type archive.

e. In the Select a template list, select Records Repository.

f. Click Create.

2. Create a document library in the

Records Repository site for storing

memos.

a. Click Site Actions, and then click Create.

b. Under the Libraries heading, click Document Library.

c. In the Name box, type Memos.

d. Click Create.

3. Create a Memo record series type. a. On the left-hand pane, under Lists, click Record Routing.

b. In the Record Routing page, click New.

c. In the Title box, type Memo.

d. In the Description box, type Memos kept for 180 days.

e. In the Location box, type Memos.

f. Click OK.


(continued)

Creating a Records Repository Site


4. Configure the Official File Web

service to connect with the Records

Repository site that you created.

a. If necessary, log on to SEA-SRV1 as Administrator with a

password of Pa$$w0rd.

b. Click Start, and then click SharePoint 3.0 Central

Administration.

c. Click Application Management.

d. Under the External Service Connections heading, click

Records Repository.

e. Click the Connect to a Records Repository option.

f. In the Web Address box, type http://sea-srv1/archive/

_vti_bin/officialfile.asmx.

g. In the Display name box, type Records Repository.

h. Click OK.

5. Make the Network Service account

an Official File User.

a. On SEA-CL1, on the Record Routing page, click Site Actions,

and then click Site Settings.

b. Under Users and Permissions, click People and groups.

c. In the left-hand pane, click More.

d. Click Records Repository Users for archive.

e. On the New menu, click Add Users.

f. In the Users box, type Network Service, and then click the

Check Names button.

g. Remove the check mark next to Send welcome e-mal to the

new users.

h. Click OK.

6. Give the Network Service account

Submitter permissions.

a. Click Site Actions, and then click Site Settings.

b. Under Users and Permissions, click Advanced Permissions.

c. Click the Actions button and then click Manage Permissions

of Parent.

d. Click the New button and then click Add Users.

e. In the Users box, type Network Service, and then click the

Check Names button.

f. Click Give users permission directly.

g. Select the Submitters—Can complete missing properties on

submitted files check box.

h. Remove the check mark next to Send welcome

e-mail to the new users.

i. Click OK.


Task 3-2: Using a Records Repository After you have configured the Official File Web service connection, you can submit files to the Records Repository. In this task, you will submit a file to the Records Repository.

Using a Records Repository


1. Send Memo to the Records

Repository.

a. On SEA-CL1, click Enterprise Documents.

b. In the left pane, click Documents.

c. Position the mouse pointer over Memo until a drop-down list

appears.

d. Click Edit Properties and then click OK.

e. Change the Content Type to Memo. Click OK.

f. Highlight Memo and then click the drop-down arrow.

g. Click Check-in and then click OK on the Check in page.

h. Highlight Memo and then click the drop-down arrow.

i. Point to Send To, and then click Records Repository. This

may take a few minutes to complete.

j. On the Operation Completed Successfully page, click OK.

2. View Memo in the Records

Repository.

a. Click the Archive page at the top of the browser window.

b. In the left pane, click Memos.

Note: if Memos does not appear in the Memos archive

folder, check unclassified records. If this is the case, go

back to the memo and edit it to be in memo format.


Task 3-3: Applying a Policy Policies let you automate tasks such as removing old documents. In this task, you will apply a policy for document expiration and auditing.

Applying a Policy


1. Create a policy for managing

documents.

a. In the Memos document library, click Settings, and then click

Document Library Settings.

b. Under the Permissions and Policies heading, click

Information management policy settings.

c. Click Define a policy.

d. Click OK.

2. Configure the Description and

Policy Statement for the policy.

a. In the Administrative Description box, type Documents

expire after 180 days.

b. In the Policy Statement box, type This document will be

expired after 180 days.

3. Configure the policy to audit file

check in/check out, deletes, and

restores.

a. Select the Enable Auditing check box.

b. Select the Editing items check box.

c. Select the Checking out or checking in items check box.

d. Select the Deleting or restoring items check box.

4. Configure an expiration period of

180 days from last modified date.

a. Select Enable Expiration.

b. Select the A time period based on the item’s properties

option.

c. In the drop-down list, select Modified.

d. Type a value of 180 days.

e. Under When the item expires, select the Perform this action

option.

f. Confirm that Delete is selected.

g. Click OK.

h. Close all windows and log off of both SEA-CL1 and

SEA-SRV1.

Additional Tasks If time permits, complete the following tasks to learn more about records management in Office SharePoint Server 2007:

� Create a new content type and a record series for the content type in the Records Repository.

� Add an additional column to the library holding a record series type, and then require that the

column contains information. Submit a file, and then add the additional information during

submission.


Exercise 4: Creating and Configuring Web Sites Office SharePoint Server 2007 has many features specifically designed for Web content

management. Several site templates are included that are specifically designed for Web publishing.

When you choose the Publishing Site template, all the Web content management functions are enabled. In this exercise, you learn how to create a new site collection.

Creating and Configuring Web Sites


SETUP STEPS ONLY � Click on SEA-SRV1 under My Machines in the Virtual Lab

console.

� Log on SEA-SRV1 by entering RIGHT-ALT+DEL as

Administrator with a password of Pa$$w0rd.

1. Begin creating a Web

application.

a. Click Start, and then click SharePoint 3.0 Central

Administration.

b. Click Application Management.

c. Click Create or extend Web application.

d. Click Create a new Web Application.

2. Configure the new Web

application as

http://beta.contoso.com.

a. In the Description box, replace the existing text with BetaWeb.

b. In the Port box, type 80.

c. In the Host Header box, type beta.contoso.com.

d. In the Load Balanced URL area, in the URL box, type

http://beta.contoso.com:80.

e. In the Application Pool area, in the Application pool name box,

type BetaPool.

f. Click Predefined, and then select Network Service.

g. In the Search Server area, select SEA-SRV1. Click OK

h. Click OK at the message box. It may take 5-10 minutes to

complete the site creation process.

Note: If you get an error at this point, delete the Web

application and try this step again. In a worse case scenario,

turn off SEA-SRV1 without saving changes, restart the server

and re-attempt this task.

3. Create a new site collection for

the new Web application.

a. Open a command prompt and type iisreset. Press Enter.

b. Switch back to Internet Explorer.

c. On the Application Created page, click Create a new Windows

SharePoint Services site collection.

d. In the Title box, type BetaWeb.

e. Click Create site at this URL, and then select (root).

f. In the Primary Site Collection Administrator area, in the User

name box, type Contoso\Administrator. Click the Check Names

button.

g. In the Secondary Site Collection Administrator area, in the User


name box, type Contoso\Paul. Click the Check Names button.


(continued)

Creating and Configuring Web Sites


4. Use the Internet Presence Web

Site template.

a. In the Select a template list, click Internet Presence Web Site.

b. Click OK. It will take several minutes to complete this step.

5. Access the new SharePoint site. a. On the Top-Level Site Successfully Created page, click

http://beta.contoso.com. Verify that the Web page opens

successfully. If the connection initially fails, click the back button

and try accessing it again from the link provided.

b. Close all open windows and log off.


Exercise 5: Creating Web Pages Office SharePoint Server 2007 includes features to make creating Web site content easier. Reusable

content ensures consistency across Web pages, and makes updating boilerplate content easier. Rich

Client Authoring lets you quickly convert existing documents into Web pages. In this exercise, you learn how to make use of reusable content and how to implement Rich Client Authoring.

Task 5-1: Using Reusable Content Reusable content makes managing boilerplate content easier because it is maintained in a single

location. Reusable content can be embedded in many pages but edited only in one. In this task, you will implement reusable content.

Using Reusable Content


SETUP STEPS ONLY � Log on to SEA-CL1 as Paul with a password of Pa$$w0rd.

1. Open the http://beta.contoso.com

site as Paul.

a. Click Start, point to All Programs, and then click Internet

Explorer.

b. In the Address bar, type http://beta.contoso.com, and then press

ENTER.

2. Open the Reusable Content list. a. At the top right-hand corner of the page, click Site Actions.

b. Click View All Site Content.

c. Under the Lists heading, click Reusable Content.

3. Add a text disclaimer to the

Reusable Content list.

a. On the Reusable Content page, click the New menu, and then

click Reusable Text.

b. In the Title box, type Disclaimer.

c. At the bottom of the page, in the Reusable Text box, type All

information was accurate at time of publishing, but may

change without notice.

d. Click OK.

4. Add the disclaimer to a Web

page.

a. At the top of the page, click Press Releases.

b. At the top right-hand corner of the page, click Site Actions.

c. Click Edit Page.

d. In the Page Content area, click Edit Content.

e. In the HTML editor, click the Open a new window to Insert

Reusable Content button.

f. In the Select Reusable Content page, click Disclaimer, and then

click OK.

g. Click OK to close the HTML editor.

5. Approve the changes to the Web

page.

a. Scroll to the top of the page and then click Submit for Approval.

b. Click Approve. The modified Web page now displays.

c. Close all windows and log off.


Task 5-2: Implementing Rich Client Authoring Rich Client Authoring lets you take advantage of existing content in your organization. Using Rich

Client Authoring, you can convert existing documents to Web pages. In this task, you will implement Rich Client Authoring.

Implementing Rich Client Authoring


SETUP STEPS ONLY � Log on to SEA-SRV1 as Administrator with a password

of Pa$$w0rd.

1. Enable the Office Document

Transforms Launcher Service and the

Office Document Transforms Load

Balancer Service.

a. Click Start, point to Administrative Tools, and then click

Services.

b. Scroll down in the list of services, and then double-click

Office Document Conversions Launcher Service.

c. Change the Startup type to Automatic, and then click

OK.

d. Scroll down in the list of services, and then double-click

Office Document Conversions Load Balancer Service.

e. Change the Startup type to Automatic and then use the

Browse button to change the logon account to be Network

Service (with no password). Click OK.

f. Close Services.

2. Enable document conversion in Central

Administration. Begin adding a new

component for conversion.

a. Click Start, point to All Programs, point to Microsoft

Office Server, and then click SharePoint 3.0 Central

Administration.

b. Click Application Management.

c. Under External Service Connections, click Document

conversions.

d. Ensure that http://beta.contoso.com/ is selected as the

Web application.

e. Under Enable document conversions for this site click

Yes.

f. Under Load Balancer server select SEA-SRV1.

g. Click OK.

3. Start the Office Document Transforms

Launcher Service and the Office

Document Transforms Load

Balancer Service.

a. Click Start, click Run, type net start dcloadbalancer, and

then click OK.

b. Click Start, click Run, type net start dclauncher, and

then click OK.


(continued)

Implementing Rich Client Authoring


4. Access the content types for

http://beta.contoso.com.

a. If necessary, on SEA-CL1, log on as Paul with a password

of Pa$$w0rd.

b. Click Start, point to All Programs, and then click Internet

Explorer.

c. In the Address bar, type http://beta.contoso.com/ and

press ENTER.

d. Click Site Actions, and then point to Site Settings.

e. Click Modify all Site Settings.

f. Under Galleries, click Site content types.

5. Configure the Document content type

for conversion.

a. Under Document Content Types, click Document.

b. Click Manage document conversion for this content

type.

c. Next to From Word 2003 XML Documents to Web

Page, click Configure.

d. Click OK.

e. Click OK.

6. Upload WordDoc to the

beta.contoso.com document library.

a. In the top right-hand side of the page, click Site Actions.

b. Click View All Site Content.

c. Under Document Libraries, click Documents.

d. Click Upload.

e. Click the Browse button. Browse to D:\Labfiles\Paul\.

f. Click WordDoc, and then click Open.

g. Click OK.

h. Click Check In.

7. Convert WordDoc to Hypertext

Markup Language, or HTML.

a. Highlight the WordDoc file and then click the drop-down

arrow.

b. Point to Convert Document.

c. Take note of the From Word Document to Web Page

command.

d. Close the properties menu.

Additional Tasks If time permits, complete the following tasks to learn more about creating Web pages in Office SharePoint Server 2007:

� Add a Summary Link Web Part.

� Add a Table of Contents Web Part.


Exercise 6: Using Content Variations Office SharePoint Server 2007 provides a number of advanced Web content management features

for enterprise-level Web sites. Content variations can be used to manage sites that are translated

into multiple languages. Content variations can also be used to manage sites that are formatted differently to support different devices.

Using Content Variations


1. Access the content variation settings for

beta.contoso.com.

a. On the Documents page, click Site Actions, point to Site

Settings and then click Modify All Site Settings.

b. Under Site Collection Administration, click Variation

Settings.

2. Configure the root as the location of the

content variations.

a. In the Location box, type /.

b. Click OK.

3. Create the English variation, and then

set it to be the source variation.

a. Under Site Collection Administration, click Variation

labels.

b. Click New Label.

c. In the Label box, type EN.

d. In the Display Name, type EN.

e. In the Locale list, select English (United States).

f. Select the Set this variation to be the source variation

check box. Click OK.

g. Select the Publishing Site template.

h. Click OK.

4. Create the French variation. a. Click New Label.

b. In the Label box, type FR.

c. In the Display Name, type FR.

d. In the Locale list, select French (Canada).

e. Click OK.

5. Create the variation hierarchy. � Click Create Hierarchies. This will take several minutes

to complete.


(continued)

Using Content Variations


6. View the English variation. � In Microsoft Internet Explorer, in the Address bar, type

http://beta.contoso.com/EN, and then press ENTER.

7. Edit and approve the English variation. a. Click Edit Page in the authoring console.

b. In the Page Content field, click Edit Content.

c. In the HTML editor, type This Web page is in English.

d. Click OK.

e. Click Submit for Approval.

f. Click Approve.

g. Click Site Actions, and then click Show Page Editing

Toolbar.

h. Click Tools, and then click Update Variations.

i. Shut down all virtual machines and do not save changes.

Additional Tasks If time permits, complete the following tasks to learn more about advanced Web content management in Office SharePoint Server 2007:

� Create a new site collection with the host header www.contoso.com.

� Configure content deployment from beta.contoso.com to www.contoso.com.

� Configure anonymous authentication for www.contoso.com.

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Technology

Enterprise Content Managementwith Office Share Point Server2007